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Eudaimonia Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Eudaimonia Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$377K Hold
4,472
– – 0.09% 174
2023
Q4 		$339K Sell
4,472
-2,968
-40% -$210K 0.09% 174
2023
Q3 		$495K Buy
7,440
+352
+5% +$24.3K 0.12% 170
2023
Q2 		$488K Sell
7,088
-200
-3% -$12.7K 0.11% 187
2023
Q1 		$445K Sell
7,288
-7,824
-52% -$451K 0.11% 198
2022
Q4 		$809K Buy
15,112
+10,500
+228% +$578K 0.2% 124
2022
Q3 		$243K Sell
4,612
-576
-11% -$33.9K 0.06% 272
2022
Q2 		$284K Buy
5,188
+704
+16% +$42.3K 0.05% 302
2022
Q1 		$311K Buy
+4,484
New +$306K 0.05% 312
2021
Q3 		$347K Sell
5,072
-64
-1% -$4.53K 0.06% 282
2021
Q2 		$349K Sell
5,136
-32
-0.6% -$2.06K 0.07% 283
2021
Q1 		$314K Sell
5,168
-272
-5% -$16.6K 0.07% 271
2020
Q4 		$328K Sell
5,440
-36
-0.7% -$2.05K 0.07% 241
2020
Q3 		$297K Hold
5,476
– – 0.08% 231
2020
Q2 		$263K Sell
5,476
-1,468
-21% -$64.7K 0.1% 205
2020
Q1 		$262K Sell
6,944
-1,004
-13% -$43.3K 0.12% 180
2019
Q4 		$350K Buy
+7,948
New +$332K 0.14% 165

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eudaimonia Partners's IWF Position: Q1 2024 in Review

Eudaimonia Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2024 at 4,472 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #174.

Eudaimonia Partners first reported a position in IWF in Q4 2019 and has held it in 17 quarters since. The position peaked at $809K in Q4 2022. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • Eudaimonia Partners held 4,472 shares of iShares Russell 1000 Growth ETF worth $377K as of Q1 2024.
  • Eudaimonia Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2024.
  • iShares Russell 1000 Growth ETF made up 0.09% of Eudaimonia Partners's portfolio in Q1 2024, its #174 holding.
  • Eudaimonia Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's iShares Russell 1000 Growth ETF position peaked at $809K in Q4 2022.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.